“Here are three challenges that scare Gen Xers with advisors, a lot more than the ability to cover basic post-retirement expenses.” Researchers at the Insured Retirement Institute (IRI) have found ...
Choosing between a Roth IRA and a traditional IRA often feels like making a bet about your income in a few decades. Will you be making more than you are ...
“Balancing a retirement and college savings can be overwhelming.” Far too many Americans undervalue their employer-sponsored retirement savings accounts, especially when their employer is willing to match some, or all, ...
Retirement is supposed to be a time of relaxation, of enjoying the finer things in life. Unfortunately, this means that many seniors rest on their metaphorical laurels as they relate ...
“The decision to retire, isn’t one to be taken lightly.” If you’re thinking that 2018 will be the year you bring your career to a close, be sure to consider ...
“ Fiona and her team made a complicated and potentially difficult process of planning for the inevitable an easy, pleasant and uncomplicated experience. Amazing!”
“ The staff was very professional, courteous, and responsive. The process of updating and restating our trusts was less arduous than anticipated. Every question was clearly explained and clarified and aimed at our level of understanding. This was an A+ service.”
“ Fiona is professional and highly knowledgeable, but what sets her apart is her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience.”
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